FormAssembly Integration

Integrating FormAssembly with BriteForms

This guide will walk you through the creation of a simple test form in FormAssembly and linking it to your BriteForms account. It will be in Test Mode by default until you take it "Live" so feel free to play around.

STEP 1

If you haven't already done so, you'll need to create a BriteVerify account, which you can do here.

step 2

Once your account has been created, you will need to upgrade to BriteForms. This can be done by logging into BriteVerify and either clicking the Upgrade to BriteForms button, or by going to Account Settings and choosing Plans.

select Briteforms and click apply

step 3

Keep BriteForms open. In a new browser window or tab, log into your FormAssembly account and click the New Form button. If you already have a form created, click the name to edit the existing form.

Give your form a title.

All that you will need to create a test form is an email entry field.

Click the blue Add Content button.

Go under the Question tab.

Choose text input

Click Edit this Text and give the field a title such as "Email" or "Email Address". At this point, it is still a generic text entry field. Next we will tell the form to treat it as an email entry.

This will allow you to develop and run BriteForms from your local machine without having to authorize any domains or worry about triggering BriteVerify's fraud tools and security countermeasures. In test mode you will need to use certain emails to simulate certain events. Submissions and Verifications will still be tracked but they will all be marked as test transactions and only appear in reporting when the form is in test mode.

You must take your form out of test mode in order to validate anything other than the addresses shown above. You will do this in the next step.

When you're ready to leave test mode, switch to BriteForms and click the Forms menu option to see a list of forms. Click the form you want to make live.

Click the slider (clicking works, no need to drag it) and it will change from yellow to green.

Your form is live. All test submissions will be erased and data will now be recorded for new submissions.